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Campbell & Co Investment Adviser’s W.P. Carey WPC Stock Holding History

Campbell & Co Investment Adviser’s Portfolio WPC Stock Details WPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.12M Buy
15,599
+7,674
+97% +$562K 0.06% 509
2026
Q1 		$539K Sell
7,925
-11,855
-60% -$832K 0.03% 723
2025
Q4 		$1.27M Buy
+19,780
New +$1.32M 0.06% 470
2025
Q3 		– Sell
-9,548
Closed -$596K – 1417
2025
Q2 		$596K Sell
9,548
-28,022
-75% -$1.73M 0.04% 728
2025
Q1 		$2.37M Buy
37,570
+8,176
+28% +$484K 0.18% 150
2024
Q4 		$1.6M Buy
29,394
+4,369
+17% +$249K 0.12% 237
2024
Q3 		$1.56M Sell
25,025
-118
-0.5% -$7K 0.12% 264
2024
Q2 		$1.38M Buy
25,143
+17,697
+238% +$997K 0.12% 256
2024
Q1 		$420K Buy
+7,446
New +$446K 0.04% 782
2023
Q4 		– Sell
-4,441
Closed -$235K – 1384
2023
Q3 		$235K Sell
4,441
-1,460
-25% -$93.5K 0.03% 803
2023
Q2 		$390K Buy
5,901
+916
+18% +$63.7K 0.07% 547
2023
Q1 		$378K Buy
4,985
+201
+4% +$16K 0.07% 521
2022
Q4 		$366K Sell
4,784
-4,292
-47% -$322K 0.09% 453
2022
Q3 		$620K Buy
9,076
+4,202
+86% +$344K 0.14% 249
2022
Q2 		$396K Buy
+4,874
New +$393K 0.11% 362
2021
Q3 		– Sell
-3,267
Closed -$239K – 799
2021
Q2 		$239K Buy
+3,267
New +$239K 0.1% 391

Other funds holding WPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Campbell & Co Investment Adviser's WPC Position: Q2 2026 in Review

Campbell & Co Investment Adviser increased its W.P. Carey (WPC) stake by 97% in Q2 2026, buying an estimated $562K and bringing the position to 15,599 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #509.

Campbell & Co Investment Adviser first reported a position in WPC in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.37M in Q1 2025. 905 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

  • Campbell & Co Investment Adviser held 15,599 shares of W.P. Carey worth $1.12M as of Q2 2026.
  • Campbell & Co Investment Adviser bought 7,674 W.P. Carey shares in Q2 2026, an estimated $562K.
  • W.P. Carey made up 0.06% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #509 holding.
  • Campbell & Co Investment Adviser first reported a position in W.P. Carey in Q2 2021 and has held it in 16 quarters since.
  • Campbell & Co Investment Adviser's W.P. Carey position peaked at $2.37M in Q1 2025.
  • 905 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.